← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Wells Fargo
Wells Fargo
California
$426M +$9.96M 13 0.12% Increased
27
Bank of America
Bank of America
North Carolina
$406M +$31.3M 13 0.06% Increased
28
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$392M +$2.91M 11 0.26% Increased
29
Millennium Management
Millennium Management
New York
$386M -$130M 11 0.47% Reduced
30
Ameriprise
Ameriprise
Minnesota
$377M +$42.5M 12 0.13% Increased
31
Neuberger Berman Group
Neuberger Berman Group
New York
$372M -$33.7M 6 0.42% Reduced
32
Janus Henderson Group
Janus Henderson Group
$369M -$46.4M 8 0.2% Reduced
33
Macquarie Group
Macquarie Group
Australia
$347M +$58.3M 10 0.56% Increased
34
DVI
Deccan Value Investors
Connecticut
$345M -$70.5M 1 25.55% Reduced
35
Wellington Management Group
Wellington Management Group
Massachusetts
$330M +$81.8M 8 0.07% Increased
36
Citadel Advisors
Citadel Advisors
Florida
$324M -$59.3M 11 0.14% Reduced
37
Charles Schwab
Charles Schwab
California
$320M -$6.02M 11 0.21% Reduced
38
American Century Companies
American Century Companies
Missouri
$300M -$40.4M 7 0.29% Reduced
39
Legal & General Group
Legal & General Group
United Kingdom
$293M +$11.3M 11 0.21% Increased
40
Credit Suisse
Credit Suisse
Switzerland
$258M +$663K 11 0.23% Increased
41
Two Sigma Advisers
Two Sigma Advisers
New York
$255M -$96.5M 11 0.62% Reduced
42
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$242M -$403K 12 0.21% Reduced
43
AQR Capital Management
AQR Capital Management
Connecticut
$240M +$75.6M 9 0.23% Increased
44
Teachers Advisors
Teachers Advisors
New York
$234M -$8.71M 11 0.28% Reduced
45
UBS AM
UBS AM
Illinois
$230M -$3.02M 10 0.17% Reduced
46
TimesSquare Capital Management
TimesSquare Capital Management
New York
$217M +$56.7M 3 1.44% Increased
47
Harding Loevner
Harding Loevner
New Jersey
$216M -$1.32M 1 1.13% Reduced
48
ROIC
Route One Investment Company
California
$215M -$14.1M 1 6.93% Reduced
49
Congress Asset Management
Congress Asset Management
Massachusetts
$209M -$2.53M 2 2.7% Reduced
50
OrbiMed
OrbiMed
New York
$206M -$17.2M 2 2.49% Reduced